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CIK: 0001764000
Total reported value
$1.3B
$1.3B
86 檔
40.8%
As reported in its official Q1 2024 Form 13F filing, Wilkinson Global Asset Management LLC's tracked investment portfolio stood at $1.3B with 86 total positions.
During Q1 2024, Wilkinson Global Asset Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.95% | -1.10% | -4.84% | |
| 2 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 7.17% | -2.71% | -4.82% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.43% | -0.96% | -4.39% | |
| 4 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 5.37% | — | -5.30% | |
| 5 | AMGN | Amgen Inc | Stock-Healthcare | 5.33% | -1.08% | +8.94% | |
| 6 | ACN | Accenture plc | Stock-Tech | 5.15% | -0.02% | EXIT | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.02% | -0.50% | -7.95% | |
| 8 | UNP | Union Pacific CORP | Stock-Industrials | 4.92% | -0.61% | -3.89% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 4.08% | +1.02% | -0.75% | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.06% | -0.74% | -0.93% | |
| 11 | TXN | Texas Instruments Inc | Stock-Tech | 3.62% | +0.21% | -4.25% | |
| 12 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.57% | -0.42% | -1.42% | |
| 13 | DE | Deere & Co | Stock-Industrials | 3.48% | -0.64% | -0.25% | |
| 14 | LIN | Linde plc | Stock-Materials | 3.25% | -1.05% | +164.50% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 3.03% | +0.53% | +0.04% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.94% | +0.64% | +0.99% | |
| 17 | INTU | Intuit Inc | Stock-Tech | 2.81% | -1.17% | EXIT | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 2.62% | -0.01% | -0.52% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.50% | — | +0.35% | |
| 20 | WSO | Watsco Inc | Stock-Industrials | 2.49% | +0.35% | +22.87% | |
| 21 | PGR | Progressive CORP | Stock-Financials | 2.17% | -0.18% | -0.66% | |
| 22 | POOL | Pool CORP | Stock-Industrials | 2.03% | — | -0.43% | |
| 23 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.72% | — | -2.92% | |
| 24 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.52% | — | +0.45% | |
| 25 | ZTS | Zoetis Inc | Stock-Healthcare | 1.30% | — | -0.53% | |
| 26 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 1.10% | — | +0.04% | |
| 27 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.69% | +1.49% | NEW | |
| 28 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.27% | +0.03% | — | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | +0.01% | -3.08% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.06% | +4.14% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | -7.50% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.18% | -0.01% | +4.23% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | +0.02% | -10.42% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.04% | -2.78% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.02% | -0.11% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.14% | +0.37% | — | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.11% | +0.02% | — | |
| 39 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.10% | — | — | |
| 40 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.09% | — | — | |
| 41 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.08% | — | +8.09% | |
| 42 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.08% | — | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.08% | — | -6.31% | |
| 44 | EPD | Enterprise Products Partners | Stock-Energy | 0.07% | — | -1.31% | |
| 45 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 46 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 0.05% | — | -52.27% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | +0.02% | -6.73% | |
| 48 | PNW | Pinnacle West Capital | Stock-Utilities | 0.04% | +0.01% | — | |
| 49 | FANG | Diamondback Energy Inc | Stock-Energy | 0.04% | -0.01% | — | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.04% | -0.02% | -1.56% |
According to official SEC Form 13F filings, Wilkinson Global Asset Management LLC reported a total U.S. public equity portfolio value of $1.3B across 86 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, TJX, JPM) accounted for 40.8% of total reported equity market value during Q1 2024.
During Q1 2024, Wilkinson Global Asset Management LLC's top holdings by market value included MSFT (8.0%)、TJX (7.2%)、JPM (6.4%). The largest single position, MSFT, represented 8.0% of total portfolio value.
In Q1 2024, Wilkinson Global Asset Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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